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Independent Solutions Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Independent Solutions Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,412
Closed -$337K – 177
2024
Q3 		$337K Sell
3,412
-538
-14% -$57.1K 0.08% 130
2024
Q2 		$421K Sell
3,950
-957
-20% -$94.3K 0.1% 128
2024
Q1 		$532K Sell
4,907
-449
-8% -$47.1K 0.13% 117
2023
Q4 		$602K Sell
5,356
-102
-2% -$9.98K 0.15% 113
2023
Q3 		$538K Sell
5,458
-8,081
-60% -$860K 0.14% 124
2023
Q2 		$1.5M Buy
13,539
+1,037
+8% +$109K 0.38% 66
2023
Q1 		$1.47M Buy
12,502
+61
+0.5% +$6.76K 0.43% 60
2022
Q4 		$1.13M Sell
12,441
-554
-4% -$49.6K 0.35% 70
2022
Q3 		$1.11M Sell
12,995
-216
-2% -$22.1K 0.36% 68
2022
Q2 		$1.22M Sell
13,211
-433
-3% -$46.8K 0.38% 68
2022
Q1 		$1.82M Sell
13,644
-450
-3% -$63.2K 0.43% 58
2021
Q4 		$2.19M Buy
14,094
+5,508
+64% +$881K 0.52% 47
2021
Q3 		$1.41M Buy
8,586
+60
+0.7% +$11K 0.35% 70
2021
Q2 		$1.63M Buy
8,526
+213
+3% +$37.8K 0.4% 58
2021
Q1 		$1.53M Buy
8,313
+3,126
+60% +$543K 0.42% 60
2020
Q4 		$793K Sell
5,187
-141
-3% -$20.6K 0.25% 82
2020
Q3 		$775K Buy
5,328
+251
+5% +$34.9K 0.3% 70
2020
Q2 		$649K Sell
5,077
-85
-2% -$9.42K 0.28% 72
2020
Q1 		$461K Sell
5,162
-337
-6% -$36K 0.25% 74
2019
Q4 		$665K Buy
+5,499
New +$540K 0.29% 71

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Solutions Wealth Management's SWKS Position: Q4 2024 in Review

Independent Solutions Wealth Management sold out of Skyworks Solutions (SWKS) in Q4 2024, closing a stake of 3,412 shares — an estimated $337K sold.

Independent Solutions Wealth Management first reported a position in SWKS in Q4 2019 and held it in 20 quarters. The position peaked at $2.19M in Q4 2021. 845 funds tracked by Wall St. Rank hold SWKS as of Q4 2024.

  • Independent Solutions Wealth Management reported no remaining Skyworks Solutions position as of Q4 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,412 Skyworks Solutions shares in Q4 2024, an estimated $337K.
  • Independent Solutions Wealth Management first reported a position in Skyworks Solutions in Q4 2019 and held it in 20 quarters.
  • Independent Solutions Wealth Management's Skyworks Solutions position peaked at $2.19M in Q4 2021.
  • 845 funds tracked by Wall St. Rank held Skyworks Solutions as of Q4 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.